Good WEB Iprocure Setup-Guide IMP

Internet Procurement (SSP5.
0) Setup
Revised 8/31/2000
Application: Prerequisites:
Internet Procurement Basic Oracle Purchasing
Considerations: Set up the following basic Oracle Purchasing facilities. These apply to purchasing in general but are critical for Internet Procurement. Some instructions follow this list. For detailed instructions, see: Setup Overview, Oracle Purchasing Users Guide and relevant Purchasing documentation updates posted on MetaLink. Internet Procurement - Oracle Purchasing Setup Requirements 1. 2. 3. 4. 5. Set up purchasing categories. Set up purchasing items. Set up supplier information. Set up standard purchase agreements. Set up price/sales catalog quotations.
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Copyright 2000 KPMG Consulting LLC. All Rights Reserved.
Internet Procurement (SSP5.0) Setup

Revised 8/31/2000
6. Set up the PO Requisition Approval workflow. NOTE: Be sure the items and categories that you want to show up in Internet Procurement are webenabled. Internet Procurement Additional Oracle Core Applications setup Requirements The following setup requirements are done in the core applications and impact the use of Internet Procurement only. 7. Enable multiple account distributions 8. Define information templates 9. Extract classification and item data for internal catalog and rebuild indexes 10. Define item source 11. Define an external supplier 12. Define realms The following setup steps are executed in Internet Procurement Catalog Administration 13. Loading catalog data from external sources 14. Catalogs hosted by Suppliers/Marketplace
Step 1 - Set up purchasing categories (See Purchasing Configuration R2i Step PO-11) 1. Define categories using detailed and intuitive descriptions. Intuitive descriptions assist users to readily identify categories that fit their needs. Navigate to: Select: Note: Setup>Categories>Category Codes R2I Item Categories from List of Values Remember you will need to define the new segments in the item categories flexfield first.

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2. Enable the ATTRIBUTE10 descriptive flexfield segment for those categories you want to offer over the web. Set the flexfield to accept a value, and enter a value in every category you want to display on the web. See: Oracle Applications Flexfields Guide.
Step 2 - Set up purchasing items: (See Purchasing Configuration Step PO-27) 1. Set up items in the Oracle Inventory item master the same way as you would for Oracle Purchasing. See: Oracle Purchasing Users Guide and relevant Purchasing documentation. 2. Use the ATTRIBUTE14 descriptive flexfield segment in the PO_LINES_ALL table to specify an additional URL to support drilldown to item specification web pages. See: Oracle Applications Flexfields Guide. 3. Optionally, set up a default expense account for each item enabled for Internet Procurement.

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4. Web-enable items to be available in Internet Procurement internal catalog. Navigate to: Select: Choose: Inventory>Items>Master Items>Global Organization Pull down Tab regions menu by clicking on right arrow. Web Option Tab

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Step 3 - Set up supplier information: (See Purchasing Configuration Step PO-31) Follow the normal setup you would use for all of your suppliers. See: Oracle Payables Users Guide and relevant Payables documentation. Navigate to: Suppliers>Entry
Note:
If you will be using P-Cards for Internet Procurement, you must check the box for Procurement Card by site under the General Tab.
Step 4 - Set up standard purchase agreements: (See PUR Blanket Agreements Training)

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Set up all purchasing agreements just as you would in Oracle Purchasing. See: Entering Purchase Agreement Information, Oracle Purchasing Users Guide and relevant Purchasing documentation. Navigate to: Type: Purchase Orders>Purchase Orders Select Blanket Purchase Orders

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Step 5 - Set up price / sales catalog quotations: (See PUR Entering Quotations Training) Internet Procurement supports multiple price breaks on purchase agreements and price/sales catalog quotations. Specify a single line with an agreed upon price in your source document. Navigate to: Select: RFQs & Quotations>Quotations> Catalog Quotation from List of Values

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Step 6 - Set up the requisition approval workflows: Customize PO Requisition Account Generator Workflow. You must set up approvers for PO Requisition Approval workflow. You must also set up workflow notification functions. You must use the correct Oracle Workflow start-up process, set up in the Document Types window in Purchasing. Navigate to: Select: Setup > Purchasing > Document Types Requisition Purchase
You must set up approvers for PO Requisition Approval workflow. You must set up workflow notification functions. You must use the main default Oracle Workflow start-up process set up in the Document Types window in Purchasing.

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Step 7 - Enable multiple account distributions: If you want to distribute costs across multiple accounts, you must set up the accounts and update the Web Applications Dictionary. Modify the POR_BILLING_MULT_ACCOUNTS_R and POR_BILLING_CHARGE_ACCOUNT_R region in AK Developer so that the prompt names and field lengths for accounting segments match the accounting segment structure that has been setup. Navigate to: Select: AK Developer > Regions > Define Regions POR_BILLING_MULT_ACCOUNTS_R from List of Values.
Configure Accounting Regions for Multiple Chart of Accounts 1. Copy the Account regions POR_BILLING_MULT_CHARGE_AC_R and POR_BILLING_CHARGE_ACCOUNT_R. 2. Rename the new regions created in Step 1. 3. Modify the region so that the promopt names and field lengths of the accounting segments match the accounting structure for the Chart of Accounts. 4. Assigne the name of the new regions to the following profile options. POR:Edit Account Region. This profile option should be set to the new region name corresponding to POR_BILLING_CHARGE_AC_R created in Step 2. POR:Multiple Accounts Region. This profile option should be set to the new region name coressponding to POR_BILLING_MULT_CHARGE_ACCOUNT_R created in Step 2.

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(For more information see: Web Applications Dictionary, Oracle Internet Procurement (SSP5.0) Implementaion Guide.)

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Step 8 - Define Information Templates: (Optional) Internet Procurement uses information templates to pass necessary order processing information to suppliers. For example, an order for business cards cannot be filled without the requisitioners name, address, phone, email, and other information. By setting up an information template for business cards, you can require the Internet Procurement user to provide this information. For those items or item categories associated with an information template, Internet Procurement prompts users to provide the information specified in the template. Each information template must be associated with either an item or an item category. If an information template is associated with an item category, all items belonging to that category are also associated with the template. To define an information template Navigate to: Select: Setup > Information Templates Information Template from List of Values or New
Note: Although information templates are set up in Oracle Purchasing, they are used only in Oracle Internet Procurement. Do not confuse information templates with requisition templates in Oracle Purchasing. They are not the same.
Attribute Name:
Enter an Attribute Name. For Internet Procurement, in this context, the actual field prompt is the attribute name.

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Attribute Description: Default Value: Mandatory: Enabled:
Select:
Enter an Attribute Description. Enter a default value to automatically appear in the field (Optional). Indicate whether the field is mandatory for users by clicking on the checkbox. Indicate whether to activate the attribute to display in Internet Procurement by clicking on the checkbox. Note: In certain cases, you may want to define an attribute, but delay enabling it for display in Internet Procurement. Click on Associate Template Button. A template must be associate to an item or an item category.
Select: Item Number: Item Category:
The type of association from the List of Values. Enter the Item Number if the template will be associated with a specific item (e.g. Business Cards). Enter the Item Category if the template will be associated with a specific category.
Be sure to save your work.

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Step 9 - Extracting Classification and Item Data for Internal Catalog: The Internet Procurement search engine searches through an item catalog separate from the ones used in Oracle Purchasing. However, items and categories contained in Purchasing and the Item Master file can be extracted and loaded automatically into the Internet Procurement Internal Catalog to be used by the search engine. The data that is extracted from the core application includes: Items from the Item Master Requisition Templates Blanket Purchase Orders Catalog Quotation information Approved Supplier Lists Note: When a user orders items where either the item itself or the category to which it belongs uses an information template, item-level templates are displayed first, then category-level templates. Only the item-level template is displayed if the item is found in both the item-level template and in the category-level template. After the initial extract and load of data, the data extraction and loading process can be set-up to automatically execute at defined intervals (daily, weekly, and so on) through concurrent program requests. See instructions for Subsequent Loads. To extract and load items from external sources and/or hosted by suppliers and marketplaces is explained further on in this document. The below instructions pertain only to extracting and loading information from the internal catalogs in the core applications. To perform the initial load: Before you can start the initial data extraction and load process, ensure that the following technical prerequisites have been executed. If you are using Oracles EDI Gateway, these steps may have already been performed, as both processes use the same directory to store data files. (The data extraction feature of Oracle Internet Procurement does not require you to use the EDI gateway.) 1. Create a directory for the extracted files. If the utl_file_directory parameter is not specified, add the following line to the INIT>ORA file as follows: a. Utl_file_dir=<directory> 2. Where directory is the properly formatted path name of the directory you just created, your entry in the UNIX INIT>ORA file may looke something like this: a. Utl_file_dir=/home/oracle/outbound 3. if utl_file_dir is already set in the INIT>ORA file, append the properly formatted path name of the directory to it. Use a comma to separate the entries. ( Note: you must bounce the database for the change you have made to the INIT.ORA file to take effect.) 4. Set the profile option ECE:Output File Path to match the physical directory specified in the INIT.ORA file. All three path name specifications (the physical directory, the directory specification in the INIT.ORA file, and the profile option) must be identical. Navigate to: IMPORTANT NOTE:
Setup > E-Catalog Admin > Loader Values You must extract and load classification data (catalog groups and

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categories) before you extract and load item data. This includes must be done up through the process of running the Catalog Classifications Report successfully. Then go back to the Define Catalog Server Loader Values window and repeat the process for Extract Items.
Catalog Groups: Categories: Template Headers: Output File Name: Extract Last Run Date: Extract Contracts: Extract Item Master: Extract Template lines: Select: Navigate to:
Indicates that Catalog Groups will be extracted. Indicates that Categories will be extracted. Indicates that Template Headers will be extracted. The name for the debug message file. These fields should be blank for the initial load. Extracts blanket purchase orders and quotations. Extracts items from the Item Master. Extracts Template Lines. Extract Classifications Button. Reports > Run >Single Request

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Name: Parameters:
Select:
Catalog Data Extract Classifications (Run this report first) Catalog Data Extract Items (Run this report after Data Classifications are successfully extracted and request is run.) Output Filename = R2ICLASSDATA (extracting Classifications) R2IITEMDATA (extracting Items) Perform Load = Yes Dubug Level = 3 Record Level Commit = No Write Record = Yes Click on OK Button. Then Click on Submit. When process has successfully run, go back to Data Loader and repeat process for Items. Run the Catalog Data Extract Items report.
After you have successfully extracted classifications, run the Catalog Data Extract Classifications Report, then gone back to extract the items and run the Catalog Data Extract Items Report, there is one more process to execute. Important Note: If you are using Oracle 8 database, you must rebuild the Oracle ConText index. The Oracle ConText is a powerful search tool, but if the index does not include the new data that has been extracted and loaded, it wont show up in the Internet Procurement internal catalog. If you are using Oracle 8i database, you must rebuild the Oracle InternMedia Index. The search engine uses Intermedia if you using Oracle 8i database. The new data wont show up unless the index is rebuilt to include the new data that was just extracted. Click on the Submit new process button after the Catalog Data Extract Items Report has successfully completed. You now must rebuild the indexes. You must rebuild one of the following two indeces

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depending on which Oracle database version you are using. This next step is an either or situation, you do not rebuild both indexes.
Select:
Choose:
Rebuild Catalog Item InterMedia Index or Rebuild Catalog Item ConText Index depending on which Oracle database version you are using. Note: if you are rebuilding the ConText Index, select Yes in the Parameters window as the value to rebuild policy views. Click on the Submit Button.
You can verify that data was extracted and loaded into the Internet Procurement internal catalog by: Navigate to: Select: Internet Procurement > Home Page > Find a Product Enter search criteria such as Pens or File Folders and click on GO button. You should get results back on your search if the classification and item data loaded correctly.
To Perform Subsequent Loads: After you have performed the initial load of data from the core applications, you can either go back and use the Define Catalog Server Loader Values window to do incremental loads on a ad hoc basis, or you can set up requests to run concurrent programs for loading the data at regular intervals. You will want to run the extract and load process in order to update the web catalog with changes that have taken place in the classification and data files since the last load. The Internet Procurement internal catalog is not dynamically updated when new items are entered into the item master and/or new classifications, contracts or templates are added in purchasing.

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Please refer to the WEB iProcurement Catalog Adminstration Training Guide for details on how to set up these processes.

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Step 10 - Define an Item Source: (Optional) The Item Source form is used to define internal or external catalog sources for items. External catalog sources are third party catalog services. Information must be defined to ensure secure communications between your site and the third party catalog source. The inofrmation consists of an URL for the external web site and an image file containing the third party catalog service logo. Navigate to: Select: Name: Description: URL: Image URL: Setup > E-Catalog Admin > Item Sources External catalog sources for items, as you do not need to define internal sources as they are already configured. Enter a Name for the item source Enter a Description for the item source. Enter the URL for the external third party catalog service. Enter the path and file name of the graphic file containing the third party catalog services logo. This file will be located on the same machine as the Oracle Application Server.

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Step 11 - Defining an External Supplier: (Optional) Defining an external supplier, or third party catalog service, involves two URLs to enable authentication and secure communication. Once communication is verified and secured, data can flow back and forth between the third party catalog service outside the firewall and Internet Procurement inside the firewall. Navigate to: Company: Authentication URL: Callback URL: Setup > E-Catalog Admin > External Suppliers Enter the name of your company. Make sure that the name is known to the buyer service. The buyer service may want to control the names, so you may need to obtain the name from the service. Enter the authentication URL. This is the URL for the Oracle Application Server that resides outside the firewall. Enter the callback URL. This is the part of the URL that the thrid party catalog service calls to reach Internet Procurement. Usually this URL takes the form: /OA_JAVA_SERV/oracle.apps.icx.por.apps.Order. OA_JAVA_SERV is the virtual path for Java code.

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Step 12 - Defining Realms (Optional) The purpose of security realms is to control access to content. A security realm is a list of objects to which a user is granted access to view and purchase. An object can either be an item source or a category. Realms ALLOW access to categories or sources. They do not restrict access. You cannot enforce access restrictions within a realm. If you are going to use realms, it is key to take the time to plan a logical set of well-defined realms which provide the granularity required by your business. Otherwise the result can be overlapping realms that are difficult to maintain. In the Oracle Applications System Administrator Users form, you assign responsibilities, excluding attributes, and securing attributes to users. You can also assign realms to users as an additional layer for application security. A realm is a set of access privileges to internal catalogs, external catalogs, or categories within internal catalogs. Realms are assigned to users in exactly the same way as securing attributes are, through the Users form in Oracle Applications System Administrator. They in fact appear in the Users forms in the securing attributes tab region. Navigate to: Setup > E-Catalog Admin > Realms
Realm Name:
Enter a Realm Name.
To define a realm: 1. Navigate to the Realms window. From the Oracle Purchasing menu, select

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Setup > E-Catalog Admin > Realms. 2. Enter a name and description for the new realm. 3. Select an item source or category component type. 4. If you selected Item Source in the previous step, select internal or external catalogs from the list of components. If you selected a category component type, select a category from the List of Values. Note: You can only select one component at a time for inclusion in the components list for the realm. You cannot exclude components. Step 13 - Loading Catalog Data from External Sources Internet Procurement executes data downloads via XML, EDI, flat files, etc. It also can also download catalogs obtained from third party content management services. The bulk loader found in Internet Procurement Catalog Administration loads the actual data from external sources formatted as XML, flat files or spreadsheets. Prerequisites for using the bulk loader: 1. The startCatalogLoader script must be running in the background on a separate JVM. The script ensures that the loading activity occurs on a separate JVM and does not affect requisition activities. This script uses parameters entered into an ini file. A sample ini file, which can be modified and used is available in the sample loader script. The startCatalog Loader script must include .ini file name, error log level, error log file name and the path wehre the .ini file is stored. For sample loader scripts, refer to the Internet Procurement Catalog Administration Training Guide. 2. You must specify the correct value for the following parameters: dbname dbuser dbpassword
Loading the catalog 1. Templates and instruction to create these catalog files can be downloaded from the eContent Manager in Internet Procurement Catalog Administration. Navigate to: Select: Internet Procurement Catalog Administration > eContent Manager > Download Bulk Load Resources Enter the file type, what you want to load, specify a category for items (Optional) and download spreadsheet template. Click on the Download Now Button.

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After you have downloaded and saved your properly formatted file, you can load the file by: Navigate to: Select: Internet Procurement Catalog Administration > eContent Manager > Bulk Load Items & Price Lists. Enter the file type and file name and click on the Start Load Now Button.

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Catalogs hosted by Suppliers/Marketplace You can also utilize Oracles XML interface to link to any externally hosted catalog such as the TPN Register. The XML interface provides access to a secure, electronic marketplace. Refer to the Oracle Purchasing Connect for TPN Register Integration Guide as well as white papers published by Oracle on Metalink.

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Internet Procurement (SSP5.

Internet Procurement Basic Oracle Purchasing

Copyright 2000 KPMG Consulting LLC. All Rights Reserved.

Internet Procurement (SSP5.0) Setup

Copyright 2000 KPMG Consulting LLC. All Rights Reserved.

Internet Procurement (SSP5.0) Setup

Copyright 2000 KPMG Consulting LLC. All Rights Reserved.

Internet Procurement (SSP5.0) Setup

Copyright 2000 KPMG Consulting LLC. All Rights Reserved.

Internet Procurement (SSP5.0) Setup

Copyright 2000 KPMG Consulting LLC. All Rights Reserved.

Internet Procurement (SSP5.0) Setup

Internet Procurement (SSP5.0) Setup

Copyright 2000 KPMG Consulting LLC. All Rights Reserved.

Internet Procurement (SSP5.0) Setup

Copyright 2000 KPMG Consulting LLC. All Rights Reserved.

Internet Procurement (SSP5.0) Setup

Copyright 2000 KPMG Consulting LLC. All Rights Reserved.

Internet Procurement (SSP5.0) Setup

Copyright 2000 KPMG Consulting LLC. All Rights Reserved.

Internet Procurement (SSP5.0) Setup

Copyright 2000 KPMG Consulting LLC. All Rights Reserved.

Internet Procurement (SSP5.0) Setup

Copyright 2000 KPMG Consulting LLC. All Rights Reserved.

Internet Procurement (SSP5.0) Setup

Attribute Description: Default Value: Mandatory: Enabled:

Select: Item Number: Item Category:

Be sure to save your work.

Copyright 2000 KPMG Consulting LLC. All Rights Reserved.

Internet Procurement (SSP5.0) Setup

Internet Procurement (SSP5.0) Setup

Copyright 2000 KPMG Consulting LLC. All Rights Reserved.

Internet Procurement (SSP5.0) Setup

Internet Procurement (SSP5.0) Setup

Internet Procurement (SSP5.0) Setup

Copyright 2000 KPMG Consulting LLC. All Rights Reserved.

Internet Procurement (SSP5.0) Setup

Copyright 2000 KPMG Consulting LLC. All Rights Reserved.

Internet Procurement (SSP5.0) Setup

Copyright 2000 KPMG Consulting LLC. All Rights Reserved.

Internet Procurement (SSP5.0) Setup

Enter a Realm Name.

Copyright 2000 KPMG Consulting LLC. All Rights Reserved.

Internet Procurement (SSP5.0) Setup

Copyright 2000 KPMG Consulting LLC. All Rights Reserved.

Internet Procurement (SSP5.0) Setup

Copyright 2000 KPMG Consulting LLC. All Rights Reserved.

Internet Procurement (SSP5.0) Setup

Copyright 2000 KPMG Consulting LLC. All Rights Reserved.

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